Read More 2 minute read OOther News Markets turning bullish… but valuations and strategy still matter24 July, 20231.3K views Equity markets are undoubtedly in a bullish mood, with positive market sentiment and a broadening out of the…
Read More 3 minute read OOther News Could we see a major equity rally in the second half of 2023?17 July, 20231.3K views The end of last year saw sentiment towards risk assets and in particular equities become very pessimistic. The…
Read More 3 minute read OOther News Perceptions vs. Reality10 July, 20231.4K views As investors taking actions day-to-day, month-to-month, year-to-year, it is easy to get lost in the data, the news…
Read More 4 minute read OOther News Another lurch into commodity tightening?3 July, 20231.0K views It’s easy to forget, but less than 18 months ago Russia surprised the world with the full-scale invasion…
Read More 4 minute read OOther News Opportunities in the A.I. ‘Losers’?26 June, 20231.3K views The recent and remarkable rise of generative artificial intelligence (AI) systems has captured the attention and imagination of…
Read More 4 minute read OOther News Hard landing, soft landing, or no landing19 June, 20231.5K viewsNo comments Equity markets have had a strong first-half of 2023, with strong moves up in many of the major…
Read More 4 minute read OOther News Old king coal isn’t dead yet12 June, 20231.3K viewsNo comments The energy transition is the biggest structural trend underway in the global economy today. Climate change and the…
Read More 4 minute read OOther News Who wins the electric car race… We don’t care!5 June, 20231.7K viewsNo comments There is a scene in the American crime drama The Wire where police officer Cedric Daniels (played beautifully by the…
Read More 4 minute read OOther News Early cycles turning? (Part 2)30 May, 20231.2K viewsNo comments Last week we introduced the concept of investing in cyclical industries and why we think it is important…
Read More 4 minute read OOther News Early cycles turning?22 May, 20231.5K viewsNo comments Some sectors in the economy go through what are known as cycles. Periods of very high demand are…